Signals

← Signals

☆VCIT

1168 in-universe funds with a nonzero position in VCIT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#314
Score / z0.682 / 0.86
Consensus392.91 over 762 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 8,478.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 6,334.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,586.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,115.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,476.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 1,060.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,005.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 836.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 804.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 759.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 680.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 648.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 553.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 404.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 368.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NEPC LLC CIK 0001424799 0.960 53 366.8 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 347.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 324.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 323.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 320.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 299.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 223.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 219.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 177.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 151.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 144.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 134.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 133.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 124.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 106.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 103.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 103.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 101.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 100.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 98.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AOZORA BANK, LTD. CIK 0001568541 0.906 1 90.4 93.2% 1 +93.2 pp +93.2 pp +93.2 pp +93.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 87.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 86.5 11.6% 3 -1.9 pp +2.5 pp +11.6 pp +11.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 85.9 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 85.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 85.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 80.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 73.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 73.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 72.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 71.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 71.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 71.1 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆Busey Bank CIK 0001427202 0.741 388 68.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 67.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 65.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 62.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 62.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 62.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 60.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 60.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 58.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 58.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 56.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 56.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 55.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 55.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 53.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 52.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 51.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 51.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 51.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 50.1 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 49.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex LLC CIK 0001889147 0.576 180 48.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 47.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 46.8 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 46.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 46.2 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 45.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 44.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 43.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 43.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 42.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 42.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 41.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 39.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 39.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 37.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 37.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 37.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 37.2 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 37.0 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 36.9 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 36.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 35.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 34.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 34.3 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 33.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 32.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 31.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 31.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 31.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 30.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 30.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 30.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 30.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 30.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 29.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 29.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 29.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 27.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 26.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 26.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 26.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 25.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆25 LLC CIK 0001968777 0.795 80 25.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 25.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 25.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 25.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 25.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 24.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 24.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 23.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 22.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 22.6 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 22.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 22.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 22.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 22.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 21.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 21.3 17.2% 2 -1.0 pp +17.2 pp +17.2 pp +17.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 19.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 19.0 17.3% 2 -0.2 pp +17.3 pp +17.3 pp +17.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 18.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 18.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 18.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 17.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 17.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 17.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 17.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 17.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 16.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 16.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 16.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 16.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 16.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 16.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 15.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 15.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆PFG Advisors CIK 0001694435 0.248 791 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 15.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 15.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 15.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 14.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 14.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 14.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 10.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆Systelligence, LLC CIK 0001882691 0.094 62 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 5.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 4.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 4.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Allie Family Office LLC CIK 0001908612 0.456 107 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -11.8 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VCIT). Qtrs Held counts distinct quarters this fund has actually held VCIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCIT position size. Δ columns are the percentage-point change in VCIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status